BLS Private Client Conference 2014

Private Client
Conference
Tuesday, 30th September
Bristol Law Society’s Annual
Private Client Conference, is
proud to present a wide range of
speakers covering topical issues
from legal and tax updates,
through current planning ideas,
and how to work with families in
resolving their issues.
Sponsored by
CITIMARK
9.30 am - 5.00 pm
Clarke Willmott LLP, Bristol
Cost
CPD
Accreditation
£100 + VAT members
£150 + VAT non-members
6 hours
BSB and SRA
Private Client Conference - 30th September 2014
Programme
9.00 - 9.30 am
Registration and refreshments
9.30 - 9.45 am
Introduction by Chair
Anthony Fairweather, Partner, Clarke Willmott
9.45 - 10.30 am
The Bristol Chancery Court
HHJ McCahill QC
10.30 - 11.15 am Wills and capacity update
Alex Troup, Barrister, St John’s Chambers
11.15 - 11.30 am Refreshments
11.30 - 12.15 am Court of Protection, health and welfare: ‘Sex, Drugs and DOLS’
Jess Flanagan, Solicitor, Clarke Willmott
12.15 - 1.00 pm
Trustees' applications to court – what help can they expect?
Tom Dumont, Barrister, Radcliffe Chambers
1.00 - 2.00 pm
Lunch
2.00 - 2.45 pm
Tax landscape heading towards the General Election
Mike Warburton, Director Tax, Grant Thornton UK LLP
2.45 - 3.15 pm
Creating certainty in an uncertain world
Mark Incledon and Sharon Critchlow, The Citimark Partnership Ltd
3.15 - 3.30 pm
Refreshments
3.30 - 4.15 pm
Challenging Care Act decisions - public law principles for private
client practitioners
Belinda Schwehr, Care and Health Law
4.15 - 5.00 pm
Farms and estoppel claims – the new growth area
Leslie Blohm QC, St John’s Chambers
5.00 pm
Q & A Session
5.15 pm
Close
Private Client Conference - 30th September 2014
Your presenters
Alex Troup, Call 1998
St John’s Chambers
Anthony Fairweather, Partner
Clarke Willmott
Anthony is the
Managing Partner of
Private Client team
specialising in Court
of Protection and
elderly care advice.
He is the only Court
of Protection panel
deputy in Bristol and Somerset. He has
undertaken the CF8 qualification in Long
Term Care, is a full member of Society of
Trust & Estate Practitioners and Solicitors for
the Elderly and is an Assistant Coroner for
Avon.
Jess Flanagan, Solicitor
Clarke Willmott
Jess is a specialist
advisor in litigated
Court of Protection
welfare disputes
and community
care matters. Jess
advises parties
involved in
residence, care and contact disputes that may
arise between private individuals and public
authorities concerning an individual who lacks
the mental capacity to make important
welfare decisions themselves and frequently
accepts instructions from the Official Solicitor
or Independent Mental Capacity Advocates to
act on behalf of the individual who may lack
capacity to make the decisions in dispute. Jess
is experienced in bringing applications under
Section 21A Mental Capacity Act 2005 in
connection with the Deprivation of Liberty
Safeguards (DoLS) framework. Jess also
advises on Continuing Healthcare appeals.
Alex practises in the
chancery and commercial
fields with a particularly
strong expertise in
property and probate
matters. He has extensive
experience of both
advisory and contentious work relating to wills,
trusts and the administration of estates, including
claims under the Inheritance Act 1975.
“ ’Alex is star of probates’ and valued for his ‘ability
to reach the crux of a problem quickly.’ He is also
‘particularly imaginative in his suggestions for
reaching compromise.’ In court, he is admired for
his ‘concise style’ which is ‘blunt and to the point.’ “
Chambers UK (2012).
Tom Dumont, Call 1979
Radcliffe Chambers
Tom has three decades
of experience to draw
on. He has appeared in
most courts in the land,
winning cases in the
Supreme Court, the
Administrative Court,
the Court of Appeal, the Court of Protection, as
well as his usual stamping-ground, the Chancery
Division. He is known for his client-centric
approach, forming an easy and efficient working
relationship with solicitors and clients. He seeks
solutions rather than obstacles. His practice covers
the booming sector of contentious probate, family
provision, mental capacity and other private client
litigation and advice. He has a particular strength in
professional negligence where it overlaps with the
private client world, such as tax-planning by
solicitors and accountants. He is recognised for his
expertise in advising and acting for charities. His
clients range from landed families and trust
companies on and offshore, to entrepreneurs,
national charities and Russian oligarchs. He recently
acted, successfully, in the leading Court of Appeal
EPA case, about Sir Malcolm Arnold's Estate.
Mike Warburton, Director Tax
Grant Thornton UK LLP
Belinda Schwehr,
Care and Health Law
Mike Warburton is a tax
director at Grant Thornton
UK LLP and their lead
spokesman on tax issues
with the media. He joined
the firm in 1980,
becoming a partner in
1984. He was head of tax
and then senior tax
partner for many years, becoming a tax director
in 2009. In that period, he has advised a wide
range of entrepreneurial businesses and
wealthy individuals. Over the last 25 years, he
has acted as an expert witness on a wide range
of tax litigation cases. He has given evidence to
the House of Lord Economics Committee and
assisted HMRC and the Treasury on tax policy
issues put out for consultation. He has been a
member of the Radio 4 Money Box Team for
20 years, is quoted regularly in the national
press on tax issues and is consulted by the
media on some of the steamier tax issues and
dirty dealing in high places.
Belinda has an LLM in Public Law, and has been,
variously, a practising lawyer, academic, trainer and
legal framework consultant. She specialised in social
services law in Mayer, Brown, Rowe & Maw’s Public
Law Group, under Tony Child, and generated legal
work through offering training about preventative
legal risk management, when social care judicial
reviews first proliferated, in the late 1990s. She
learned the language of care and care management
from practitioner audiences, and become a full time
consultant and trainer in the field, rather than a
litigator, preferring the freedom it brought, to bang
the drum about the benefits of making the system
work correctly, and lawfully, rather than waiting to
be challenged...She now runs her own business,
advising a wide range of organisations and
authorities, and providing health and social services
legal updates on case law developments and the
statutory framework. This year, it’s been all about
Cheshire West, deprivation of liberty and the Care
Act. Belinda’s specialist topics are the Care Act,
Personalisation and Personal Budgets, the Mental
Capacity Act, DoLS, Safeguarding, Continuing NHS
health care funding and the Commissioning and
Contracting legal framework.
Mark Incledon and Sharon
Critchlow, Citimark Partnership
Leslie Blohm QC, Call 1982 (QC 2006)
St John’s Chambers
Mark is a Certified
Financial Planner who over
the last 26 years has
assisted many clients in
quantifying their personal
objectives and creating
financial plans to meet
their long term aims. He is
a specialist in cashflow
planning, enabling clients
to make their wealth last a lifetime.
Leslie is one of the
Western Circuit’s leading
commercial and chancery
practitioners, both in
advisory work and in
litigation in all Courts
from the most local up to and including the
House of Lords and the Supreme Court. Leslie
has over 25 years experience conducting
contentious probate litigation, and has recently
been successful in Davies v Davies [2014]
EWCA Civ. 568 – (the ‘Cowshed Cinderella’
case), where he successfully represented the
farmer’s daughter both in the High Court and
on appeal in her claim to an entitlement to or
interest in the family pedigree Holstein/Friesian
diary farm resulting from years of underpaid
work, by reason of proprietary estoppel.
Leslie has also been ranked in the ‘Chambers
100 UK Bar’, ranking the top 100 silks
practising at the Bar of England and Wales.
Sharon joined Citimark in
1998 after eight years as a
public practice accountant.
As well as being a Certified
Accountant she is also
both a Chartered and a
Certified Financial Planner
and combines her tax,
investment and business
knowledge to provide robust solutions to
meet her clients requirements.
Private Client Conference - 30th September 2014
Booking Information
Booking information
Please be advised that places are limited so please book early to guarantee a place.
Cost
Delegate fee: £100 + VAT for Bristol Law Society Members and
£150 + VAT for non members
The fee for this seminar includes the full conference pack and refreshments.
Booking Form
Please print/photocopy the booking form and either:
Email [email protected]
Fax your completed booking form to 0117 945 0860
Post your completed registration form to: The Law Library, The Law Courts, Small Street, Bristol BS1
1DA DX 78111.
Please send a cheque with this form or tick the box if you wish to be invoiced.
Cheques are to be made payable to Bristol Law Society.
Terms and Conditions
Payment: All invoices for this seminar must be paid within 30 days of the invoice date.
Cancellation: Any cancellations received with less than 48 hours’ notice will not be entitled to a
refund. This is to cover catering and administrative costs related to the seminar.
Confirmation of registration: If you have not received confirmation of your registration one week
before the conference, please telephone 0117 945 8486 to confirm that your registration form has
been received.
Substitute delegates: Substitute delegates will be accepted at any time – please telephone 0117
945 8486 to let us know the name of the substitute.
If you have any enquiries, please call 0117 945 8486 or email
[email protected].
Private
Client Conference
- 30th
September
20142012
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Law
- 4th
December
Booking
Booking form
Form
Please complete the form in BLOCK CAPITALS and send to
[email protected] or fax to 0117 945 0860
First Delegate Name:
Firm:
Postal Address/DX:
E-mail:
Tel No:
Special/dietary requirements:
* Do you wish to receive future
seminar updates?
Yes No  Member or Non-Member 
Please invoice  or I enclose a cheque 
made payable to: Bristol Law Society
Second Delegate Name:
Firm:
Postal Address/DX:
E-mail:
Tel No:
Special/dietary requirements:
* Do you wish to receive future
seminar updates?
Yes No  Member or Non-Member 
Please invoice  or I enclose a cheque 
made payable to: Bristol Law Society
Once payment has been received you will receive a booking
confirmation via e-mail.
* We will not pass your details to any 3rd party. Bristol Law Society, St John’s Chambers,
Clarke Willmott and sponsors The Citimark Partnership
Ltd look forward to welcoming you to our conference
and hope you have an enjoyable and interesting day.
Organised by
Sponsored by
Sponsored by
CITIMARK
Bristol Law Society
The Law Library
The Law Courts, Small Street
Bristol BS11DA
DX 78111.
0117 945 8486 TELEPHONE
0117 945 0860 FAX
[email protected]
www.bristollawsociety.com

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